The KP Funds

Managed by  Callan

Covid-19 Update from the Advisor

The KP Funds

The KP Funds are a series of mutual funds created exclusively for participants in Kaiser Permanente sponsored retirement plans.

The KP Retirement Path Funds

A series of 11 target date mutual funds built exclusively for Kaiser Permanente participants. Each Fund is designed to serve as an "all-in-one" retirement savings investment strategy.

The KP Core Funds

A series of four asset class funds that serve as the key asset class building blocks for the KP Retirement Path Funds.

SEI Investments Distribution Co. (1 Freedom Valley Drive, Oaks, PA, 19456) is the distributor for the KP Funds. Check the background of SIDCO on FINRA's BrokerCheck.

To determine if one of these funds is an appropriate investment for you, carefully consider the fund's investment objectives, risk factors, charges, and expenses before investing. This and other information may be found in the fund's summary and full prospectuses, which may be obtained by calling (855)4-KPFNDS or on this website. Please read the prospectus carefully before investing.

The KP Retirement Path Funds and the KP Core Funds are mutual funds. They are part of The KP Funds Series Trust, an open-end management investment company that offers shares of diversified portfolios. The funds are advised by Callan LLC, a registered investment advisor. They are administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co., which are not affiliated with Callan.

Only participants in the Kaiser Permanente defined contribution plans can invest in the KP Retirement Path Funds and the KP Small Cap Equity Fund. The other KP Core Funds are not currently open to direct investment.

There can be no assurance that the funds will achieve their stated objectives. An investor may experience losses, at any time, including near, at, or after a fund's target retirement year. In addition, there is no guarantee that an investor's investment in the fund will provide any income at or through the years following the fund's target retirement year in amounts adequate to meet the investor's goals or retirement needs.

Investing involves risk including loss of principal.